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Heartland Advisors’s New Jersey Resources NJR Stock Holding History

Heartland Advisors’s Portfolio NJR Stock Details NJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-32,204
Closed -$1.55M – 263
2025
Q3 		$1.55M Sell
32,204
-42,734
-57% -$1.99M 0.08% 194
2025
Q2 		$3.36M Buy
74,938
+7,944
+12% +$372K 0.19% 164
2025
Q1 		$3.29M Hold
66,994
– – 0.19% 160
2024
Q4 		$3.13M Hold
66,994
– – 0.17% 155
2024
Q3 		$3.16M Buy
+66,994
New +$3.06M 0.17% 156

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heartland Advisors's NJR Position: Q4 2025 in Review

Heartland Advisors sold out of New Jersey Resources (NJR) in Q4 2025, closing a stake of 32,204 shares — an estimated $1.55M sold.

Heartland Advisors first reported a position in NJR in Q3 2024 and held it in 5 quarters. The position peaked at $3.36M in Q2 2025. 413 funds tracked by Wall St. Rank hold NJR as of Q4 2025.

  • Heartland Advisors reported no remaining New Jersey Resources position as of Q4 2025 after selling out during the quarter.
  • Heartland Advisors sold 32,204 New Jersey Resources shares in Q4 2025, an estimated $1.55M.
  • Heartland Advisors first reported a position in New Jersey Resources in Q3 2024 and held it in 5 quarters.
  • Heartland Advisors's New Jersey Resources position peaked at $3.36M in Q2 2025.
  • 413 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2025.

Based on Heartland Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.